Course Overview

Description: Having a replicable, stable pricing structure can give you confidence when you are tempted to undercut yourself. Having a tool that says clearly what the fee is for different situations helps you feel as if you are not “making things up” or pricing on the fly. This course explains why it’s important to implement a fee calculator, walks you through how to decide on your pricing, presents XYPN’s Fee Calculator tool, and guides you in creating your own calculator. 

Learning Objectives/Outcomes: After taking this course, you’ll be able to: 

  1. Explain why your firm will benefit from having a consistent fee calculator 
  2. Describe the pros and cons of various pricing structures
  3. Set up and implement your own fee calculator


Intended Audience:  Advisors who are seeking to implement a replicable, stable pricing structure that supports their worth.